In this Guide we’ll walk you through the process of setting up a new account from scratch - creating your account, adding hardware, and sending invites so that other users can start using the account. We’ll walk you through the process as well as give you tips & tricks you’ll want to keep in mind for success.
Audience: New Admin account owner looking to set up a new account and hardware deployment from scratch.
1. Create your Admin account
First we need to create your account log in. This will be for the Admin - this login will have full permissions to do every operation in the account.
Open your web browser and go to the dashboard landing page.
Select Create Account and fill in your details.
You can choose to create an account using your personal details or if you prefer you could set up a generic account. Using a generic email/contact such as iot-admin@<yourcompany.com> is one approach you could take if you think for example that the Admin for the account might pass to someone else in the company at some point.Create a new Company and first location by filling in the location details.
Companies & Locations can be though of as Folders that help you organize your devices. In this sense a Company is a parent folder, a Location is a subfolder and the devices are organized within locations.
After adding your Admin contact details and creating a new Company & Location your account is now created and ready for adding devices.
2. Add your first Gateway & Sensor
After setting up your Company & Location, you can start immediately adding Gateways and Sensors.
After creating your account you will see the Add Gateway + Add Sensor process appear automatically. However you can perform this same process later by expanding the location Menu and selecting Add Gateway or Add Device.
Scan your Gateway to add it to the account
Scan the QR Code found on the Gateway.
You will see a picture of the Gateway model entered and given a chance to enter a Gateway Name.
We recommend you name the gateway based on where it will be installed, such as Lobby Gateway.Finish the add gateway process to proceed to adding sensors which will connect.
Scan your Sensor to add it to the account
Scan the QR Code found on the Sensor.
You will see a picture of the Sensor model entered and given a chance to enter additional details or make certain Configuration selections.
The name and configuration options shown can always be adjust later by selecting the Device and going to its Settings page.Finish adding the sensor. You will then be shown a summary screen confirming the addition of the device and letting you know that a Sensor Map, and any default Alerts and Reports that were automatically set up that include this sensor.
You will then be given a chance to add additional sensors, or you can complete the process.
After adding a Gateway and Sensor(s) your solution is now ready to be used. You should deploy the hardware in your facility and verify that things are working.
3. Deploy and activate the Gateway and Sensors at your facility
After adding the devices into your account, you will want to deploy them and verify that they are working properly.
Follow the instructions for setting up your Gateway and connecting it so that it can transmit data over the Internet (or Cellular).
We recommend performing this step before activating any sensors in order to make the process of getting each sensor to connect to a nearby gateway easier.Follow the instructions for setting up each of your Sensors. The instructions will show you how to activate each sensor. As part of this process the sensor will automatically connect to any nearby Gateways.
You may wish to see our Tips on Gateway and Sensor placement which will help you in obtaining good coverage and reliability for your sensors in your facility.
4. Verify Sensors are transmitting normally
After deploying any piece of hardware in your facility, we highly recommend taking some time to verify that the sensors are reliably communicating readings into your account.
This is one the top tips we have for completing new setups.
Even though this step may take a bit of time to check off, doing so now will allow you some confidence that your monitoring solution can be left alone to do its job in the background for you.
We recommend using the dashboard to verify that at least over the course of an hour or two, there is strong Signal Strength (RSSI) and zero missing readings from each sensor. If either of these are a problem, fixing the issue now will save you lots of headaches in the future.
You may wish to see our Tips on Verifying Sensors are transmitting regularly which walks you through how to use the app to do so.
5. Send Invites to additional users with permissions to access the account
As an Admin, you may be setting up a monitoring account so that others can use it for their day to day tasks. Adding Contacts in the account allows you to send out Invites and grant specific permissions to those users.
If earlier you created a shared login for your Admin account, this is also your chance to add yourself as a contact so that you can have your own login as well.
Go to Contacts in the top nav bar.
Select Add Contact to start creating a new contact.
Fill in the details for the user.
Don’t worry if you make a mistaken in Phone number or name - the contact can change this later when they finalize signup.Using the Access field, grant the user permission to the Location you want them to be able to access.
Complete the process with Add Contact - an email will be sent to that user with a link to complete their signup.
After adding Contacts in the account, those contacts are now able to be added as Alert and Report recipients as well.
You may wish to see what the levels of Access affects when granting them permission to each location.
Where to go next
Looking for a quick tour of the Features of the App?
Check out our App Basics: Overview to a quick introduction to the app and navigating each feature.
Customize the default Alerts and Reports.
When Gateways and Sensors are added into the account, some default Alerts and Reports get created. After verifying that your devices are working as expected, you should customize your Alerts so that the thresholds are appropriate for your monitoring situation. You will likely also want to add additional recipients so that they receive the default reports generated.
See App Basics: Enable and Customize default Alerts.
See App Basics: Add Contacts to Reports.